Discover A Purpose For Your Wealth

At CapTrust, we create a plan based on your priorities and values. That’s why, instead of starting with dollars and cents, we start with a discussion about the real riches in your life: family, friends, faith and service to others. Knowing what’s important to you enables us to not just give valuable advice, but invaluable insights into the best strategies that help you design a life well lived.

Private Wealth Planning

Wealth planning works in numbers but answers to aspirations and passions. At CapTrust, we’re finding smarter ways for you to live your most satisfying life. We start with the belief that the best decisions are made collaboratively. Our engaging approach and experienced advisors help you articulate your attitudes and priorities about money and life, determine how your finances can fuel the life you want and make sure you’re prepared for life’s (inevitable) surprises.

Investment Consulting

How you grow your money should align with your aspirations and beliefs. An intelligent approach guides our investment advice. CapTrust provides access to world-class investment strategies with an independent view of capital markets. Together, we’ll design a portfolio that flexes when you need it while delivering the confidence you’ve envisioned.

Your thoughts about money impact your financial choices.

Private Wealth Planning Services

  • Comprehensive financial inventory
  • Investment planning and ongoing review designed to match with long-term objectives
  • Philanthropy and giving strategies
  • Retirement planning
  • Social Security considerations
  • Tax and legal review
  • Insurance review and planning
  • Preparing heirs – readying the next generation
  • Coordinating and facilitating a team of professional advisors

Investment Consulting Capabilities

  • Investment policy design
  • Portfolio objectives
  • Spending guidelines and liquidity requirements
  • Risk tolerance and risk budgeting
  • Return objective
  • Allocation design
  • Portfolio implementation and management
  • Performance evaluation
  • Distinction of responsibilities

Bryan P. Linn

"Guiding others to clarity and confidence regarding their financial life makes for a fulfilling day. It is a special moment when I can help someone discover peace about their future, the joy of giving to others, or the freedom to live the life they have always dreamed of."
— Bryan P. Linn, CIMA®

Ben Anderson

"Helping clients uncover their most fulfilling life and make that life a reality is richly rewarding for our clients and a pleasure for our team. Each day I can be a part of getting to know our clients more deeply and empowering them to live with purpose and passion is a day well spent."
— Ben Anderson

Jason L. Kooyer

"Nothing is more satisfying than hearing a client say they found our CapTrust team helpful in better understanding their financial world, empowering them to live with confidence and purpose."
— Jason L. Kooyer, CIPM®

Rhonda Carter

"It is a privilege to work with inspiring clients seeking to live well, with intentionality driving their decisions. The partnership CapTrust enjoys with each client brings life to my job every day, as I work alongside thoughtful, dedicated professionals who truly seek each client’s best and value every relationship."
— Rhonda G. Carter

Dirk A. Zwiep

"I am humbled to have been invited into such sacred places with them, be it financial, spiritual, family life or individual struggles and triumphs. To me, there is no greater gift than to serve our clients out of a deep calling to do my work with and for them, as unto the Lord."
— Dirk A. Zwiep, CIMA®

Acquiring wealth, growing it and using it — there’s a lot to discuss, and a lot of options to consider. Let’s talk.

Start typing and press Enter to search

Copyright © 2020 CapTrust Financial Advisors. All rights reserved.